The market sells noise. We publish signal | Decoding the AI economy
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markmancapitalinsight.substack.comLatest Issues
Hedge Funds Sold $20 Billion Of Tech In Two Weeks As AI Leverage Unwound
Hedge Fund Favorites Had Their Worst Day Since 2011
When AI stocks fall hard, the easiest explanation is also the most alarming one. Investors hear that the AI bubble is bursting, that the spending boom has gone too far, and that the ma...
Meta Creates A Nonvoting Class C Stock "For Capital Raising" As Revenue Jumps 26%
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Meta will soon have a second publicly traded stock, and its shares will carry no votes. The board approved the new Class C stock alongside third-quarter results on Wednesday, in a quarter when revenue rose 26% to $64.60 billi...
SpaceX Plans First Full Starship Catch As AI Revenue Passes Starlink
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Bigger Than A Successful Landing
Elon Musk told investors on Tuesday that SpaceX will attempt something no rocket company has done before.
On Starship Flight 15, which he expects next month, the company will try to catch...
The French Supermarket Fridge Hack That Made Cyberattacks Physical
Hackers were not interested in credit-card numbers or shutting down a website. They reached into the machinery that keeps food cold at hundreds of French supermarkets and weaponized it. Refrigerators and freezers warmed to 122°F, food spoil...
AI Token Prices Halved Since Summer And BofA Sees A Bust
Bank of America warned clients on Friday that the AI investment boom is beginning to look like past capital cycles that ended badly. The bank said hyperscaler capital spending is projected to climb to $1 trillion over the next 12 months, up...
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The market sells fear. We publish confidence | Decoding the AI economy
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